Culture is key to Lincoln — service is at the heart of everything we do. Our personal approach eases your burden and increases participant engagement.
Every day, Lincoln employees uphold a shared commitment to “make a meaningful impact in the lives of others through selfless service.” It’s this commitment that fuels their dedication to delivering integrity, urgency, ownership and caring professionalism in every interaction inside and outside of the organization. Instead of a mantra, this standard is a daily reality.
Senior Retirement Consultant
Read his story >>
Senior Retirement Consultant
Read her story >>
Ready to get started? Let’s work together.
Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.
Lincoln retirement consultants[/relationship managers] are registered representatives of [LFD][Lincoln Financial Distributors, Inc. (member FINRA), a wholesale broker-dealer affiliated with Lincoln Financial]. Retirement consultants[/relationship managers] do not provide tax or legal advice. Retirement consultants[/relationship managers] do not provide investment advice or recommendations.
Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
Privacy | Legal | ©2024 Lincoln National Corporation
LCN-7223502-102424
11/24 Z09
Order code: DIR-VALUE-IDE001
In an annual review with a retirement plan participant, Andy Glassner uncovered a potentially life-changing opportunity. This individual, recently widowed, was unaware that she was entitled to a survivor benefit from Social Security.
Recognizing the time sensitivity of the situation, Andy encouraged her to reach out to Social Security right away. Unfortunately, her initial call to the Social Security office resulted in a disappointing denial. The agent on the other end informed her that she was ineligible for the benefit due to her employment status.
After Andy received the participant’s disheartening news, he knew there was more to the story and was determined to help. Andy advised her to call again, this time requesting to speak with a supervisor if she received the same response.
Remarkably, the supervisor confirmed what Andy had suspected all along: She was indeed entitled to the survivor benefit. This revelation came with incredible financial implications. As she has reached full retirement age, the benefit amounted to $2,500 a month for the next two years, not to mention the $10,000 of backdated income.
But, Andy didn’t stop there. He recognized that this unexpected windfall presented an opportunity to secure her future even further. Since she wasn’t maximizing her retirement plan contributions, Andy assisted her in changing her contribution by 15%. This move not only maximized her income but also deferred some taxes.
In his own words, Andy reflects, “Our team of Lincoln retirement consultants are working across the country making a meaningful impact in situations just like this. I’m proud to be able to improve communities by strengthening so many individuals’ retirement outcomes.”
Andy exemplifies what it means to provide selfless service. His dedication and that of many other Lincoln employees makes a profound impact on people’s lives. This is just one example of how our commitment to retirement planning education and selfless service benefits real people along their retirement journey.
Culture is key to Lincoln — service is at the heart of everything we do. Our personal approach eases your burden and increases participant engagement.
Every day, Lincoln employees uphold a shared commitment to “make a meaningful impact in the lives of others through selfless service.” It’s this commitment that fuels their dedication to delivering integrity, urgency, ownership and caring professionalism in every interaction inside and outside of the organization. Instead of a mantra, this standard is a daily reality.
Senior Retirement Consultant
Read his story >>
Senior Retirement Consultant
Read her story >>
Ready to get started? Let’s work together.
Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.
Lincoln retirement consultants[/relationship managers] are registered representatives of [LFD][Lincoln Financial Distributors, Inc. (member FINRA), a wholesale broker-dealer affiliated with Lincoln Financial]. Retirement consultants[/relationship managers] do not provide tax or legal advice. Retirement consultants[/relationship managers] do not provide investment advice or recommendations.
Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
Privacy | Legal | ©2024 Lincoln National Corporation
LCN-7223502-102424
11/24 Z09
Order code: DIR-VALUE-IDE001
In an annual review with a retirement plan participant, Andy Glassner uncovered a potentially life-changing opportunity. This individual, recently widowed, was unaware that she was entitled to a survivor benefit from Social Security.
Recognizing the time sensitivity of the situation, Andy encouraged her to reach out to Social Security right away. Unfortunately, her initial call to the Social Security office resulted in a disappointing denial. The agent on the other end informed her that she was ineligible for the benefit due to her employment status.
After Andy received the participant’s disheartening news, he knew there was more to the story and was determined to help. Andy advised her to call again, this time requesting to speak with a supervisor if she received the same response.
Remarkably, the supervisor confirmed what Andy had suspected all along: She was indeed entitled to the survivor benefit. This revelation came with incredible financial implications. As she has reached full retirement age, the benefit amounted to $2,500 a month for the next two years, not to mention the $10,000 of backdated income.
But, Andy didn’t stop there. He recognized that this unexpected windfall presented an opportunity to secure her future even further. Since she wasn’t maximizing her retirement plan contributions, Andy assisted her in changing her contribution by 15%. This move not only maximized her income but also deferred some taxes.
In his own words, Andy reflects, “Our team of Lincoln retirement consultants are working across the country making a meaningful impact in situations just like this. I’m proud to be able to improve communities by strengthening so many individuals’ retirement outcomes.”
Andy exemplifies what it means to provide selfless service. His dedication and that of many other Lincoln employees makes a profound impact on people’s lives. This is just one example of how our commitment to retirement planning education and selfless service benefits real people along their retirement journey.
Culture is key to Lincoln — service is at the heart of everything we do. Our personal approach eases your burden and increases participant engagement.
Every day, Lincoln employees uphold a shared commitment to “make a meaningful impact in the lives of others through selfless service.” It’s this commitment that fuels their dedication to delivering integrity, urgency, ownership and caring professionalism in every interaction inside and outside of the organization. Instead of a mantra, this standard is a daily reality.
Senior Retirement Consultant
Read his story >>
Ready to get started? Let’s work together.
Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.
Lincoln retirement consultants[/relationship managers] are registered representatives of [LFD][Lincoln Financial Distributors, Inc. (member FINRA), a wholesale broker-dealer affiliated with Lincoln Financial]. Retirement consultants
[/relationship managers] do not provide tax or legal advice. Retirement consultants[/relationship managers] do not provide investment advice or recommendations.
Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
©2024 Lincoln National Corporation
LCN-7223502-102424
11/24 Z09
Order code: DIR-VALUE-IDE001
Senior Retirement Consultant
In an annual review with a retirement plan participant, Andy Glassner uncovered a potentially life-changing opportunity. This individual, recently widowed, was unaware that she was entitled to a survivor benefit from Social Security.
Recognizing the time sensitivity of the situation, Andy encouraged her to reach out to Social Security right away. Unfortunately, her initial call to the Social Security office resulted in a disappointing denial. The agent on the other end informed her that she was ineligible for the benefit due to her employment status.
After Andy received the participant’s disheartening news, he knew there was more to the story and was determined to help. Andy advised her to call again, this time requesting to speak with a supervisor if she received the same response.
Remarkably, the supervisor confirmed what Andy had suspected all along: She was indeed entitled to the survivor benefit. This revelation came with incredible financial implications. As she has reached full retirement age, the benefit amounted to $2,500 a month for the next two years, not to mention the $10,000 of backdated income.
But, Andy didn’t stop there. He recognized that this unexpected windfall presented an opportunity to secure her future even further. Since she wasn’t maximizing her retirement plan contributions, Andy assisted her in changing her contribution by 15%. This move not only maximized her income but also deferred some taxes.
In his own words, Andy reflects, “Our team of Lincoln retirement consultants are working across the country making a meaningful impact in situations just like this. I’m proud to be able to improve communities by strengthening so many individuals’ retirement outcomes.”
Andy exemplifies what it means to provide selfless service. His dedication and that of many other Lincoln employees makes a profound impact on people’s lives. This is just one example of how our commitment to retirement planning education and selfless service benefits real people along their retirement journey.
Culture is key to Lincoln — service is at the heart of everything we do. Our personal approach eases your burden and increases participant engagement.
Every day, Lincoln employees uphold a shared commitment to “make a meaningful impact in the lives of others through selfless service.” It’s this commitment that fuels their dedication to delivering integrity, urgency, ownership and caring professionalism in every interaction inside and outside of the organization. Instead of a mantra, this standard is a daily reality.
Senior Retirement Consultant
Read his story >>
Senior Retirement Consultant
Read her story >>
Ready to get started? Let’s work together.
Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.
Lincoln retirement consultants[/relationship managers] are registered representatives of [LFD][Lincoln Financial Distributors, Inc. (member FINRA), a wholesale broker-dealer affiliated with Lincoln Financial]. Retirement consultants[/relationship managers] do not provide tax or legal advice. Retirement consultants[/relationship managers] do not provide investment advice or recommendations.
Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
Privacy | Legal | ©2024 Lincoln National Corporation
LCN-7223502-102424
11/24 Z09
Order code: DIR-VALUE-IDE001
In an annual review with a retirement plan participant, Andy Glassner uncovered a potentially life-changing opportunity. This individual, recently widowed, was unaware that she was entitled to a survivor benefit from Social Security.
Recognizing the time sensitivity of the situation, Andy encouraged her to reach out to Social Security right away. Unfortunately, her initial call to the Social Security office resulted in a disappointing denial. The agent on the other end informed her that she was ineligible for the benefit due to her employment status.
After Andy received the participant’s disheartening news, he knew there was more to the story and was determined to help. Andy advised her to call again, this time requesting to speak with a supervisor if she received the same response.
Remarkably, the supervisor confirmed what Andy had suspected all along: She was indeed entitled to the survivor benefit. This revelation came with incredible financial implications. As she has reached full retirement age, the benefit amounted to $2,500 a month for the next two years, not to mention the $10,000 of backdated income.
But, Andy didn’t stop there. He recognized that this unexpected windfall presented an opportunity to secure her future even further. Since she wasn’t maximizing her retirement plan contributions, Andy assisted her in changing her contribution by 15%. This move not only maximized her income but also deferred some taxes.
In his own words, Andy reflects, “Our team of Lincoln retirement consultants are working across the country making a meaningful impact in situations just like this. I’m proud to be able to improve communities by strengthening so many individuals’ retirement outcomes.”
Andy exemplifies what it means to provide selfless service. His dedication and that of many other Lincoln employees makes a profound impact on people’s lives. This is just one example of how our commitment to retirement planning education and selfless service benefits real people along their retirement journey.